A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com
Retirement Answer Man
Claim This Podcastby Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Podcast Overview
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com
Language
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Publishing Since
3/4/2014
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Recent Episodes
July 15, 2026
Retirement Toolkit: How to Rebalance a Retirement Portfolio
Roger, host of Retirement Answer Man, explains how to rebalance a retirement portfolio to align investments with current lifestyle and future needs in this interview.
July 8, 2026
Retirement Toolkit: How Does Step Up in Cost Basis Work
Roger discusses how information overload hinders retirement decisions and interviews listeners about stepped-up cost basis, insurance, and cash reserves.
July 1, 2026
Retirement Toolkit: How Required Minimum Distributions (RMDs) Work
Host Roger explains Required Minimum Distributions and offers strategies for managing them, while also addressing listener questions on Roth conversions, 401(k) rollovers, and charitable giving.
661 total episodes available with 130 transcripts
Recent guests on Retirement Answer Man
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jordan Grumet
Guest
Lindsey Hardegree
Guest
Beth
Guest
T-Bone
Guest
Michael
Guest
Dennis
Guest
Tim
Guest
Tammy
Guest
Wade Pfau
Guest
Taylor Schulte
Guest
Henry
Guest
Lucy
Guest
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Frequently asked questions
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- What is Retirement Answer Man?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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